Providing more than just a return

We believe there’s more value in providing ongoing strategies for holding onto as many of your financial resources as possible, than just preparing your tax return. We offer a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives. Our tax-planning specialists will work closely with you to develop an effective plan for reducing the amount of taxes you pay over time.

Our individual tax-planning services include:

• Projections of your current tax liabilities and cash flow needs
• Analysis of the tax aspects of your investments
• Personal finance planning
• Family income-splitting
• Planning for retirement, including plan distributions
• Estate planning and gifting strategies

Some or all of the tax preparation and planning services may be provided by an affiliate of Plante Moran Financial Advisors